Broker Check
Annette Findling, CFP®

Stonebridge Wealth Advisor’s Founder, Annette Findling, has over two decades of experience investing and preserving her client’s investments while managing their overall wealth.

Annette partners with her clients to develop personalized wealth-management strategies tailored to her client’s distinct needs. She is known for asking questions and understanding each client’s personal landscape before making recommendations. This quality, combined with attention to detail and industry-leading research, gives Stonebridge clients confidence in reaching their long-term financial goals.

Known for her hard work, sharp-wit, and candor, Annette sees herself as a teacher, always educating clients as to why she made each recommendation. This fulfills her goal of removing the mystery from financial planning.

Among Annette’s many professional attributes, her clients benefit most from her ability to assess complex financial situations, respond with smart, strategic solutions, and communicate her recommended strategies in the simplest of terms. Her strategies and standard of care checklist tell a clear story of the potential pathways to growth and the possibilities for the future.

Annette is a member of the Austin Women’s Club and serves as a mentor to young women entrepreneurs through the FoundHer program at the Kendra Scott Women’s Entrepreneurial Institute at the University of Texas, Austin.

She and her husband David live in Austin, Texas and have raised two sons who also live in Texas. Outside of the office, she and her husband enjoy spending time with their boys seeing live music, travel and experiencing all that Texas has to offer!